Stephanie Gale, CFP®, AIF®
Founder, Wealth Manager
Stephanie is a seasoned CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® designee with over 30 years of experience in the financial markets. Since 1998 she has been dedicated to providing individuals and families with personal financial planning, investment portfolio, and wealth management guidance, finding deep fulfillment in her clients' successes.
Her career began in the international bond markets after she graduated with honors from Barnard College, Columbia University. At J.P. Morgan Securities in London, she advanced to vice president in the Global Sales and Trading division. There, she applied market analysis and portfolio optimization to advise European central banks, global mutual fund managers, Fortune 500 pension funds, and insurance companies. This extensive experience and her time living overseas have given her a broad perspective that enriches her current advisory role.
Like so many people in Port Townsend, Stephanie's passion for the sea is reflected in her past adventures, including sailing her own boat in Europe and the Caribbean before settling in Port Townsend. She raised her two daughters in Jefferson County and was actively involved in their schools. Committed to philanthropy, she has served on various local non-profit boards and was on the organizing committee of the Jefferson Community Foundation. Stephanie has a lifelong love for the arts, regularly attending performances and engaging in music and dance.
Jennifer Statler, CFP®
Wealth Manager
Jennifer is a dedicated CERTIFIED FINANCIAL PLANNER® professional and holder of the Series 65 Uniform Investment Advisor registration. Jennifer began her career in finance in 2012 and has found great fulfillment in this field. With a Bachelor of Music in Vocal Performance from Northern Arizona University, her transition from music to finance was a thrilling new adventure, one that she has quickly come to enjoy and appreciate.
Jennifer’s unique background in music gives her a creative edge in financial planning, allowing her, alongside our advisor, to approach each client’s situation with both analytical precision and artistic insight. She takes pride in working closely with our advisor to develop customized strategies for clients that align with their life goals. One of her greatest joys is hearing about the fulfilling experiences her clients enjoy as they embrace retirement.
Originally from Cincinnati, Ohio, and raised in Arizona, Jennifer is an enthusiastic supporter of the Ohio State Buckeyes and all local Arizona sports teams. In her free time, she immerses herself in her love for movies and musical theater, enjoys travel, snowboarding, and cherishes moments spent with her two nieces, friends, and family.
Jennifer is eager to help clients make the most of their financial futures. Whether it’s planning for retirement, managing investments, or getting finances in order, she is excited to partner with individuals to achieve their financial dreams.
Certification and Recognition
Stephanie Gale and Jennifer Statler have attained the rigorous CERTIFIED FINANCIAL PLANNER® certification. Initial requirements included taking a CFP Board-registered course of study, demonstrating the ability to apply knowledge to client situations, completing a minimum of 6,000 hours of financial planning, and passing a 10-hour exam with an average pass rate of 56%. Continuing education requirements ensure that designees continue to meet a high standard of achievement.
> Learn more about why certifications matter.
Stephanie is also an Accredited Investment Fiduciary® (AIF®) designee. The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as a leading designation for investment fiduciaries for both individuals and retirement plans.
Work with a CERTIFIED FINANCIAL PLANNER® professional
Karen Anderson
Office Manager
Karen joined our practice after six years with the Jefferson County Chamber of Commerce working alongside local businesses.
She grew up in Tucson, Arizona, studied theatrical lighting design, and graduated at the top of her class from the Pacific Conservatory for the Performing Arts in Santa Maria, California. She moved to Port Townsend in 2008, where she has used her lighting skills for Centrum, Key City Public Theatre, and Dale Chihuly.
Karen brings her creative problem-solving and people skills to Gale Investment Management and is always expanding her eclectic skill set.
Cecilia Gale
Practice Manager
Raised in Port Townsend, Cecilia was fortunate to pursue her dream of becoming a ballet dancer by graduating from the Kirov Academy of Ballet in Washington, DC, simultaneously with earning her high school diploma.
Studying with an international cohort of students taught her to value diversity and unity of purpose. Her intensive dance training taught her discipline and attention to detail.
Cecilia appreciates the rich and simple life that Port Townsend has to offer and is glad to be helping clients enjoy financial confidence about their money.